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Colton Groome Financial Advisors’s iShares Government/Credit Bond ETF GBF Stock Holding History

Colton Groome Financial Advisors’s Portfolio GBF Stock Details GBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$660K Buy
6,353
+3,057
+93% +$317K 0.16% 85
2026
Q1 		$343K Hold
3,296
– – 0.1% 101
2025
Q4 		$345K Sell
3,296
-64,746
-95% -$6.83M 0.1% 101
2025
Q3 		$7.17M Sell
68,042
-7,470
-10% -$780K 2.2% 10
2025
Q2 		$7.89M Sell
75,512
-13,944
-16% -$1.44M 2.67% 8
2025
Q1 		$9.33M Buy
89,456
+60,513
+209% +$6.23M 3.62% 5
2024
Q4 		$2.96M Sell
28,943
-222
-0.8% -$23.1K 1.13% 20
2024
Q3 		$3.12M Sell
29,165
-2,154
-7% -$227K 1.17% 19
2024
Q2 		$3.22M Sell
31,319
-815
-3% -$83.2K 1.27% 18
2024
Q1 		$3.33M Sell
32,134
-285
-0.9% -$29.6K 1.34% 21
2023
Q4 		$3.41M Buy
32,419
+10,814
+50% +$1.09M 1.49% 17
2023
Q3 		$2.16M Buy
21,605
+2,811
+15% +$287K 1.08% 24
2023
Q2 		$1.95M Buy
18,794
+4,771
+34% +$500K 0.92% 28
2023
Q1 		$1.48M Buy
14,023
+2,254
+19% +$236K 0.71% 38
2022
Q4 		$1.21M Buy
+11,769
New +$1.21M 0.59% 40

Other funds holding GBF

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Colton Groome Financial Advisors's GBF Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares Government/Credit Bond ETF (GBF) stake by 93% in Q2 2026, buying an estimated $317K and bringing the position to 6,353 shares worth $660K. The position accounts for 0.16% of the portfolio, ranked #85.

Colton Groome Financial Advisors first reported a position in GBF in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.33M in Q1 2025. 59 funds tracked by Wall St. Rank hold GBF as of Q2 2026.

  • Colton Groome Financial Advisors held 6,353 shares of iShares Government/Credit Bond ETF worth $660K as of Q2 2026.
  • Colton Groome Financial Advisors bought 3,057 iShares Government/Credit Bond ETF shares in Q2 2026, an estimated $317K.
  • iShares Government/Credit Bond ETF made up 0.16% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Government/Credit Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Colton Groome Financial Advisors's iShares Government/Credit Bond ETF position peaked at $9.33M in Q1 2025.
  • 59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.